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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,030
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$1.28M
3
+$798K
4
DT icon
Dynatrace
DT
+$679K
5
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$627K

Top Sells

1
+$1.02M
2
+$676K
3
+$376K
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$38.3K
5
BP icon
BP
BP
+$23.9K

Sector Composition

1 Technology 6.39%
2 Healthcare 4.97%
3 Financials 3.57%
4 Industrials 2.73%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$61K ﹤0.01%
251
1252
$61K ﹤0.01%
2,688
1253
$60K ﹤0.01%
928
1254
$60K ﹤0.01%
1,147
1255
$60K ﹤0.01%
1,218
1256
$59K ﹤0.01%
286
1257
$59K ﹤0.01%
706
1258
$59K ﹤0.01%
2,975
1259
$59K ﹤0.01%
2,092
1260
$59K ﹤0.01%
555
1261
$59K ﹤0.01%
541
1262
$59K ﹤0.01%
2,389
1263
$58K ﹤0.01%
904
1264
$58K ﹤0.01%
5,489
1265
$58K ﹤0.01%
319
1266
$58K ﹤0.01%
602
1267
$58K ﹤0.01%
124
1268
$57K ﹤0.01%
5,635
1269
$57K ﹤0.01%
1,719
1270
$57K ﹤0.01%
1,251
1271
$57K ﹤0.01%
1,269
1272
$57K ﹤0.01%
3,881
1273
$57K ﹤0.01%
649
1274
$57K ﹤0.01%
126
1275
$57K ﹤0.01%
625
49 50
51
52 53